The PERE Podcast Surviving in '25: Real estate finds opportunities in a trade war
Aug 8, 2025
The podcast dives into the impact of new US tariffs on the real estate market, analyzing strategies and trends leading up to 2025. Experts discuss the potential upsides, like lower land costs and fresh financing opportunities, alongside challenges such as rising material expenses. Conversations highlight how developers are navigating supply chain issues amid economic uncertainty and shifting customer behaviors. The slowdown in construction lending is scrutinized, raising questions about how lenders can adapt to this evolving landscape.
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Volatility Becomes The New Normal
- Managers see more clarity but expect ongoing volatility into 2025, not resignation.
- Domestic institutions hunt for niche dislocation opportunities while foreign capital declines.
Toilet Cost Example Shows Buyer Behavior
- A mortgage broker described choosing a $45 Chinese toilet over a $180 U.S. one despite tariffs.
- The example shows buyers still choose lower-cost imports even when tariffs rise.
Chinese E‑Commerce Boosts UK Logistics
- Chinese e-commerce firms are investing heavily in UK logistics as a hedge against U.S. warehousing needs.
- That investment has unexpectedly strengthened the UK logistics market since April.